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FirstService

321 hedge funds and large institutions have $5.89B invested in FirstService in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.63% more ownership

Funds ownership: 67.63%68.26% (+0.63%)

0% less funds holding

Funds holding: 322321 (-1)

17% less call options, than puts

Call options by funds: $362K | Put options by funds: $438K

Holders
321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$362K
Puts
$438K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
226
WoodTrust Financial
Wisconsin
$276K
AC
227
Aristides Capital
Kentucky
$267K
MIM
228
Marco Investment Management
Georgia
$266K
PCS
229
Personal CFO Solutions
New Jersey
$265K
CF
230
Centaurus Financial
California
$265K
ECM
231
Evergreen Capital Management
Washington
$262K
HNB
232
Hilltop National Bank
Wyoming
$256K
MGP
233
Metis Global Partners
California
$252K
SL
234
Summitry LLC
California
$250K
PWG
235
Portside Wealth Group
Utah
$246K
LA
236
Lindenwold Advisors
Pennsylvania
$238K
TRCT
237
Tower Research Capital (TRC)
New York
$234K
Royal London Asset Management
238
Royal London Asset Management
United Kingdom
$230K
OAC
239
OMERS Administration Corp
Ontario, Canada
$229K
BEI
240
Benjamin Edwards Inc
Missouri
$229K
VCM
241
Versant Capital Management
Arizona
$221K
WA
242
Wasatch Advisors
Utah
$218K
SC
243
Syon Capital
California
$215K
HR
244
Hardy Reed
Mississippi
$214K
PA
245
Parallel Advisors
California
$209K
AAP
246
Arax Advisory Partners
Colorado
$208K
QWP
247
Quotient Wealth Partners
Texas
$208K
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$208K
MYIA
249
Mount Yale Investment Advisors
Colorado
$207K
VAS
250
Vestmark Advisory Solutions
Massachusetts
$207K